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Parker Financial Advisors LLC

● SEC registered since 2019CRD 305188SEC# 801-117329Houston, TX
Export (members)
Reg. AUM
$190.9M
Employees
2
Accounts
344
Location
Houston, TX

Parker Financial Advisors LLC assets under management

Parker Financial Advisors LLC is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2019. It reports $190.9 million in regulatory assets under management and employs 2 people.

Parker Financial Advisors LLC owners & executives

6 reported
NameTitleOwnershipSince
C.l. Parker Inc. ControlOwner50-75%2019
Charles Lee Parker ControlCco, Managing MemberUnder 5%2019
J. Klingen & Co., LLC ControlOwner50-75%2019
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Frequently asked questions

How much does Parker Financial Advisors LLC manage?

Parker Financial Advisors LLC reports $190.9 million in regulatory assets under management on its Form ADV.

How many employees does Parker Financial Advisors LLC have?

Parker Financial Advisors LLC reports 2 employees.

Where is Parker Financial Advisors LLC located?

Parker Financial Advisors LLC is based in Houston, TX and has been SEC-registered since 2019.

Does Parker Financial Advisors LLC disclose fund performance?

Parker Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14800 St Mary's Ln, Ste 245, Houston, TX 77079-2943
Phone832-476-3495
Fax832-726-0828
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$186.6M
Non-discretionary$4.3M
Total (RAUM)$190.9M